ACVU vs IVV
Hartford Alpha Capture Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ACVU delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ACVU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $184M | $907.0B | |
| Dividend Yield | 1.69% | 1.10% | |
| Holdings | 110 | 508 | |
| YTD Return | +9.71% | +13.51% | |
| 1Y Return | - | +20.65% | |
| 3Y Return (annualized) | - | +21.94% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.0% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | May 15, 2000 |
ACVU vs IVV Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ACVU is up 9.71% versus a gain of 13.51% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ACVU charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, ACVU currently yields 1.69% against 1.10% for IVV.
Holdings Overlap
ACVU and IVV share 81 holdings out of 532 unique holdings combined, representing a 29.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACVU or IVV?
ACVU has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between ACVU and IVV?
ACVU and IVV share 81 common holdings with a 29.3% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, ACVU or IVV?
ACVU yields 1.69% while IVV yields 1.10%, so ACVU currently pays the higher dividend yield.
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